Multifaceted, performance-focused, and results-oriented. Professional with extensive experience in managing, and retaining meaningful relationships with clients. Articulate, creative, and engaging. Thrives in a high growth, high energy team oriented environment.
Overview
13
13
years of professional experience
Work History
Client Relationship Specialist II
AmeriFlex
08.2021 - Current
Built and maintained strong business relationships with the clients being the direct point of contact for any client issues and/or concerns.
Identified gaps and communicated customer feedback to internal departments to ensure service solutions are adequate and client's demands are achieved.
Facilitated internal and external information sharing within the organization.
Strengthened client relationships to ensure client satisfaction.
Build, maintain, and foster positive relationships with Plan Administrators and Brokers to ensure retention and growth
Handle confidential information with tact and discretion according to all HIPAA legislation
Investigated and resolved accounting concerns
Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Enhanced customer satisfaction by consistently meeting and exceeding service expectations.
Investigated and resolved customer inquiries and complaints quickly.
Answer > 90% of incoming phone calls in < 3 rings
Own client issues from start to finish
Lead Client meetings to educate clients or brokers on systems, tools, and policies related to our products and services
Operations Associate Contractor
Charles Schwab
03.2020 - 08.2021
Processed contributions into clients' accounts, responding to various departments' questions on transactions processed by the team, and the daily maintenance of clients' accounts.
Responsible for supporting various administrative and clerical tasks in support of the team's results
Meet individual target dates, but also work as a team and communicate effectively with various departments.
Handled incoming operational volume for the AS Service organization. This may include cashiering functions, account maintenance cases, client verification cases, among others.
Managed to a standard of quality in our work that exceeds the expectations of our business partners and our Advisors Provided accurate, valid, and complete information by using the appropriate online and in-house resources
Collaborated with Schwab partners to ensure timely and accurate delivery of information
Maintained a strong band of communication with operational partners and leadership
Demonstrated a basic understanding of features and benefits of Schwab tools, products, and services in order to operate effectively
Administrative Specialist
Orange County Public Schools Minority Achievement
11.2018 - 02.2019
Maintained office calendars to track important dates and deadlines.
Volunteered to help with special projects of varying degrees of complexity.
Coordinated and scheduled meetings and appointments to keep organization running smoothly.
May attend and assist in workshops and training sessions in functional area including producing materials for training purposes.
Responded to internal and external customers in a timely, accurate, courteous and empathetic manner representing OCPS in a positive light.
Collected, input, and reviewed records related to the district programs; compiles reports, analyzes data and produces output.
Assisted in problem resolution and strategies in functional area.
Employment Services Coordinator
Orange County Public Schools Human Resources
09.2016 - 11.2018
Reviewed candidate profiles as they are selected for open positions
Maintained and assist 9 schools and secretaries and 19 work locations within the district with hiring process
Processed (LOAs) Leave of Absence, Termination Request, Personnel Action Request Forms(PARFs), Appointments of Applicants, Reappointment process and Intent process
Directed and assisted candidates with the E-Recruitment employment system, and Employment Verification Assisted Staffing Manager with assigned duties as directed
Administrative Assistant
Renaissance Charter At Crown Point
06.2016 - 09.2016
Ensured smooth operation of the school office and transcribed various documents.
Managed the principal's schedule and coordinated meetings and activities.
Supported the office's positive impact on children's education.
Restocked supplies and placed purchase orders to maintain adequate stock levels.
Maintained timesheets and absences for school.
Assisted coworkers and staff members with special tasks on daily basis.
Official Records Specialist
Orange County Comptroller
07.2015 - 06.2016
Recorded documents, performed data entry, and processed archival documents.
Handled customer inquiries, comments, and complaints.
Maintained cashiering duties and balanced drawers. Ensured accuracy and quality control of processed documents.
Provided excellent customer care by responding to inquiries and requests for information.
Updated records with new information.
Communicated efficiently with individuals concerning record information submitted or missing from files.
Biller
Florida Hospital Respiratory & Equipment
02.2013 - 01.2015
Maintained a timely and accurate billing system, verified data, and submitted invoices.
Managed accounts receivable and conducted collection activities.
Posted payments to accounts and ensured compliance with policies and procedures.
Ensured compliance with relevant regulations and industry standards throughout all aspects of the billing process.
Determined proper codes for medical records and patient services.
Collaborated with other departments for accurate invoicing and prompt resolution of discrepancies.
Monitored customer accounts to identify and rectify billing issues.
Researched and resolved billing discrepancies to enable accurate billing.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Provided exceptional customer service in handling billing inquiries, resolving disputes promptly and professionally.
Executed billing tasks and recorded information in company databases.
Billing Specialist
Rotech Healthcare Inc.
07.2011 - 01.2013
Processed denials, worked requests, and documented collections activity.
Reviewed and processed patient payments.
Adjusted billing amounts to reflect contracted fee schedules.
Used data entry skills to accurately document and input statements.
Prepared and submitted monthly billing reports to management for financial overview.